Introduction

The tutorials guide you through features of Universal Controller. They also provide links to more detailed information about each aspect of the Controller.

Once you have completed the tutorials, you should have a basic understanding of how the features work together to automate your environment.

Before you begin, we recommend that you read the Setting Up Universal Controller and User Interface sections of this documentation to familiarize yourself with user interface navigation and terminology.

Note

During the course of performing these tutorials, you will build up a small database of demonstration records that you will re-use in subsequent exercises. To avoid having to reenter data, do not delete the records.

The navigation pane on the left lists the tutorials in the sequence they should be read; many of them refer to information created in one or more previous tutorials.

The following table lists the tutorials by topic, rather than sequence.

Tasks
Creating and Manually Launching a Simple Task
Creating and Manually Launching a Universal Task
Running a Windows Task
Launching a Task Automatically Using a Simple Time Trigger
Launching a Task Every Monday Except Holidays
Launching a Task Every Two Hours During Workday
Launching Tasks at a Future Time
Launching an Email Task Based on a File Monitor
Launching an Email Task Based on a Task Monitor
Launching Tasks Using a Cron Trigger
Aborting a Process Launched by a Task
Force Finishing, Force Finish-Cancelling, and Cancelling a Task
Accessing Task Instance Details
Monitoring Task Activity
Workflows
Creating a Simple Workflow
Running a Workflow with a Conditional Path
Running a Workflow with Multiple Conditional Paths
Running a Workflow with Skipped Criteria
Finding and Inserting Tasks in an Active Workflow
Skipping, Unskipping, and Showing-Hiding Skipped Task Instances
Variables
Using Variables in a Simple Task
Using Variables in a Workflow
Custom Days
Creating Custom Days and Periods
Forecasting
Generating Forecast Data
Virtual Resources
Setting Up a Virtual Resource
User Interface
Creating a Widget
Creating a Dashboard and Selecting Widgets
Business Services
Creating Business Services
Assigning Records to Business Services
Viewing Activity by Business Service
Reports
Creating a Report
Creating a Report Based on Business Services
Scheduling a Report
Security
Creating Users and Assigning Permissions
Creating User Groups and Assigning Permissions
Bundles and Promotion
Creating and Promoting a Bundle
Scheduling the Promotion of a Bundle

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